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Wilson & Boucher Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wilson & Boucher Capital Management’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-500
Closed -$213K – 109
2024
Q4 		$213K Hold
500
– – 0.15% 106
2024
Q3 		$212K Buy
+500
New +$203K 0.15% 110

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilson & Boucher Capital Management's DIA Position: Q1 2025 in Review

Wilson & Boucher Capital Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 500 shares — an estimated $213K sold.

Wilson & Boucher Capital Management first reported a position in DIA in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

  • Wilson & Boucher Capital Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 500 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $213K.
  • Wilson & Boucher Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and held it in 2 quarters.
  • Wilson & Boucher Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $213K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2025, filed 15 May 2025.